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Jeffrey Levine, CPA

Jeffrey Levine, CPA

CEO and Director of Financial Planning, BluePrint Wealth Alliance

Jeffrey Levine, CPA, is CEO and Director of Financial Planning at BluePrint Wealth Alliance (www.bpwalliance.com). He is a go-to industry source on the best practices and dangerous pitfalls for IRAs and critical retirement planning matters.

How to Grow Your Retirement Savings Without Growing Your Tax Bill
retirement

How to Grow Your Retirement Savings Without Growing Your Tax Bill

Moving money from a bank or brokerage account to a Roth IRA can save you a lot in future taxes.
March 23, 2018